SAP Business One

SAP Business One connections allow company information, accounts, dimensions and general ledger transactions to be loaded into xpna for reporting, planning and analysis.

Connectivity & Security

Prerequisites

The connector requires access to a SAP Business One company database hosted on Microsoft SQL Server.

Before a connection is added, the following should be arranged with the customer's IT team and xpna support:

• A database endpoint that can be reached by xpna. For on-premises installations, network access and any data proxy arrangements should be agreed before setup.
• The hostname, any required port and firewall access for that endpoint.
• A dedicated read-only SQL Server username and password with access to the required company database.
• Read access to company information, accounts, dimensions, journal headers and lines, posting periods and currencies.
• The connection security settings and any additional connection string arguments required by the IT team.

The endpoint, network access and security settings can be confirmed with xpna support via email to support@xpna.co.

Note:

Database credentials are stored encrypted within xpna.

Encryption of the connection to SQL Server depends on the connection settings. These settings should be confirmed with the customer's IT team and xpna support.

Connection Details

The following details are entered when SAP Business One is selected as the connection source:

Property	Required	Description
Hostname	Yes	The agreed SQL Server or data proxy endpoint.
Port	No	The SQL Server port, when a specific port is required by the agreed network setup.
Database	Yes	The name of the SAP Business One company database.
Username	Yes	The SQL Server login provided by the customer's IT team.
Password	Yes	The password for that SQL Server login.
Additional Connection String Arguments	No	Any additional settings agreed with the customer's IT team and xpna support.

Each connection reads the specified company database. Additional company databases can be connected separately.

Add a SAP Business One Connection

• From the Connections page, Add new connection can be selected, followed by SAP Business One.
• Once the prerequisites have been completed, I have connection details is enabled to display the connection fields.
• The database connection details are entered and the Connect button is used to check connectivity.
• If the connection succeeds, the company information and available dimensions are retrieved so that setup can continue. Any connection errors should be resolved before continuing.
• After dimensions have been mapped, setup is completed and the initial data refresh is started.

Dimensional Mapping

It is recommended that Dimension Mapping is reviewed before the first connection is configured.

Available SAP Business One dimensions, locations and projects can be mapped to existing xpna custom dimensions, or new dimensions can be created during setup. Existing xpna dimensions can be reused where they represent the same information across connections.

If no source dimensions are available, setup can be completed without adding custom dimensions.

Data Synchronization

The initial refresh loads the available source data. Load duration depends on the amount of data and the performance of the database and network connection. Progress and errors can be checked in the Activity Log.

Subsequent refreshes import new journal transactions. A daily refresh schedule can be configured, and an on-demand refresh can be started using the Refresh data action on the Connections page.

Note:

If previously imported journal entries are changed or removed in SAP Business One, xpna support should be contacted to confirm how the affected history should be reloaded.

Managing the Connection

The connection can be disconnected from the Connections page. The stored connection credentials are removed and further refreshes are stopped. Previously imported data remains in xpna.

If the SQL Server password, database access or network configuration changes, the connection details and access should be reviewed with the customer's IT team. Refresh failures can be investigated using the Activity Log.

For assistance with connection changes, historical data or removal of imported data, contact xpna support via email to support@xpna.co.

Data Flows

The following data is read from SAP Business One. Data is not written back to the source database.

SAP Business One	xpna
Company information	Entity configuration
Chart of accounts	Account dimension and hierarchies
Dimensions, locations and projects	Custom dimensions and members
Journal headers and lines	General ledger amounts
Posting periods and currencies	Financial configuration